Investment Q&A

Q: Do you have a favorite gold bullion fund or etf that is either long one of the following currencies CDN, CHF, JPN, or the Singapore dollar?

Q: I have cash sitting in most of my accounts. I am retired and would like to put some of this cash to work for me. I don't even think my bank is providing interest on some of this cash. I have DRIPs in several bank stocks and telecommunication companies. Can you suggest some ETFs that might be useful here. I am interested primarily in ex-Canada and in seem of the other industries besides financial and telecommunications unless they are based outside of Canada. Thanks.

Q: What are your thoughts on FIVE?

Q: Holding both the above, full position, down 17% and 25%. Hold, sell or average down?? Your best guess for 2-3 year time frame. Thanks Jim

Q: Hello. Thoughts on the Dynamic Real Estate & Infrastructure Income Fund? If not on your “thumbs up” list, any similar alternatives you would recommend? Thanks!

Q: From your suggested ETF list you provided for my Portfolio Analytics which ones would be best to incorporate in my RRIF and TFSA? Hope you have access to those ETF's. Thanks.

Q: What sort of a price do you think the board will be looking to sell the company for? Thanks

Q: Gentlemen, good morning.
On my Ca$ side RESP I have only 3 stocks,
SIS (-28%, 50% of RESP PF / 3.9% totPF)
TSGI (-31%, 25% of RESP PF / 2.16% TotPF) &
NFI (-32%, 25% of RESP PF / 1.3% totPF).
The Can side is about 20% of RESP PF.
I have 20% of Ca$ RESP PF cash to add.
For 5 years min holding, Your thought please
Thanks Regards

Q: After AQN's recent acquisition CIBC published a report predicting minimum growth from the current stock price; Canaccord's target price is actually lower than the current price. Now analysts are wrong more often than not. Your view of AQN's prospects? Thank you.

Q: Good afternoon,

Could you please offer your opinion on the new Mullen Group convertible debenture 5.75%, Nov 30/2026, convertible @ $14.00. Given the decline in the stock is this a good way to participate in growth with income?
Thank you

Thank you

Q: I was surprised to hear that their earning estimates have been cut in half as per a previous question. Is that accurate? What is the reason for that? Is it not concerning?

Q: Morningstar Equity Analyst Report dated today (analyst Joe Gemino) rates Enbridge as a buy. Do you agree? It appears to be a comprehensive report and makes good sense both as a "Bear and a Bull". As an impartial organization, could I have your opinion of this report please.

Thanks

Q: Could you please offer an opinion on Skechers,
particularly in the context of recent softness for the likes of Nike and Foot Locker? I'm thinking there's a good match-up (like Dollarama) for a rebounding theme of "thrift", as well as a growing demographic tail-wind provided by an aging
population in much of the world. Anecdotally,
the local outlet store is noticeably busier, with line-ups at the cashier on occasion. Thank you.

Q: I bought NVDA a year ago at a 3% investment. I am now down to 1.5%. Hold, sell, top back up? I do have some cash to do so. This is in my TFSA. I am ok for a 5 year hold.

Q: Does Baylin's opportunity in 5G make the company a good buy today?

Q: Could I have your latest views on this company and the relationship it has with Golden Valley Mines. YTD returns seems to have been descent and wandering if I could start a position as part of a gold portion of my portfolio. Tnx

Q: Hi 5i team,

There are no questions on SGMS (Scientific Games) to date so I'll be the first. :)
Was watching BNN today and a guest talked about Pollard Banknote (PBL) which I have on my watchlist...it is a thin trader so I have to be patient to accumulate. He also indicated PBL has about 20% market share (of instant lottery tickets) but SGMS has about 70% market share. The latter comment got my attention.
Wrt SGMS, from your web site Companies page, the QTR1 and QTR2 estimates have really come down in the last 30-90 day period and thus so has the FY1 (12/19) estimate. Can you explain why these numbers have been reduced so much from 60 days ago? Was their prior quarter a huge miss and thus analysts readjusted their expectations?
The only negatives I could see from their last released Q4 and FY18 report was "Net cash (used in) provided by operating activities decreased to ($9.8) million from $118.1 million in the year ago period, driven primarily by making a $151.5 million payment to resolve the Shuffle Tech legal matter." and "Net loss was $352.4 million compared to a net loss of $242.3 million a year ago, driven by $253.4 million in restructuring and other charges primarily consisting of the $151.5 million payment to resolve the Shuffle Tech legal matter and $27.5 million for contingent consideration associated with the higher-than-expected results from the 2017 acquisition of Spicerack."

There is also now quite an EPS increase expected in 2020, again from the 5i Companies page. Does this seem like a good buying opportunity given the FY2(12/20) expectations vs FY1(12/19)? (I get a mixed message from their key ratios from the 5i Companies page.)
I see the stock popped 8% today (6/3) albeit it has gone from $60 to $20 since May 2018...so quite the drop.
How would you rate SGMS vs PBL within this industry?
Are SGMS's troubles now behind it? Or is it basically a show me story now to get back investors confidence?
Is one a buy vs the other in a diversified portfolio?

Cheers,
Steve in Ottawa

Q: Seems to me that SMU had to accept a very small discount to the trading price of their shares, on this bought deal. Would you agree? Seems positive to me going forward.

Q: Hi team,

Do you think this is a good time to buy? if it were to be broken up will there be much more downside?

Thanks!

Q: I am a "teach me to fish", not "give me fish" kind of person, so I was wondering if there is a simple method of determining the US portion of revenue of a Canadian stock. Going through financial statements don't seem to help. Your service seems to be able to determine this, so I was wondering if you could share your source of this information. Thanks for your great service.